How to Filter a Customer Report by Age

To run a report to see clients who are a specific age or are within a date range, set by you, follow these steps:

Click Reports at the top of the screen.

Select Customers on the left side of the screen.

Click Advanced Filters.

Enter an age in the From and To boxes under Age to see customers whose ages are within this range. You also can run a report to see clients who are of a specific age. For example, if you wanted to see all customers who are 25, enter 25 in the From and To boxes.

Click Run Report.

Filtering a Customer Report by Age

1. Click Reports at the top of the screen.

2. Click Customers in the left sidebar under Customers.

3. Click Advanced Filters.

4. Enter the ages in the From and To boxes under Age to see customers who are of a specific age within the range that you set.

You can also see clients who have a specific age. For example, if you wanted to see all customers who were 25, enter 25 in the From and To boxes.

5. Click Run Report.

6. The report will show the clients whose ages are within the range you set.

7. Click Export to export the report to an Excel or PDF. Click Print to get a paper copy.